LANGLEY WEALTH MANAGEMENT, LLC
Reported holdings as of Q2 2026, from 1 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | CGGR | $6.7M | 280,988 | - | new | FIRST | |
| CAPITAL GROUP CORE EQUITY ET | CGUS | $4.5M | 203,784 | - | new | FIRST | |
| WALMART INC | WMT | $4.4M | 38,640 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | RDVI | $4.1M | 275,590 | - | new | FIRST | |
| NVIDIA CORPORATION | NVDA | $3.6M | 34,396 | - | new | FIRST | |
| INVESCO QQQ TR | QQQ | $3.1M | 8,442 | - | new | FIRST | |
| VANECK ETF TRUST | SMH | $3.1M | 4,706 | - | new | FIRST | |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | $2.7M | 103,506 | - | new | FIRST | |
| APPLE INC | AAPL | $2.5M | 17,320 | - | new | FIRST | |
| CATERPILLAR INC | CAT | $2.4M | 4,284 | - | new | FIRST | |
| UNITED PARCEL SVCS INC | UPS | $2.2M | 20,628 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $2.1M | 10,936 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | KNG | $2.0M | 80,138 | - | new | FIRST | |
| AMAZON COM INC | AMZN | $1.9M | 16,300 | - | new | FIRST | |
| CAPITAL GRP FIXED INCM ETF T | CGCP | $1.8M | 157,778 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAU | $1.7M | 63,424 | - | new | FIRST | |
| META PLATFORMS INC | META | $1.5M | 5,404 | - | new | FIRST | |
| COCA COLA CO | KO | $1.4M | 32,132 | - | new | FIRST | |
| CAPITAL GROUP CORE BALANCED | CGBL | $1.4M | 73,768 | - | new | FIRST | |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | $1.4M | 65,768 | - | new | FIRST | |
| MERCK & CO INC | MRK | $1.4M | 21,092 | - | new | FIRST | |
| BOEING CO | BA | $1.3M | 11,292 | - | new | FIRST | |
| PFIZER INC | PFE | $1.3M | 109,582 | - | new | FIRST | |
| ALPHABET INC | GOOGL | $1.3M | 7,336 | - | new | FIRST | |
| FIRST TR EXCHANGE TRADED FD | AIRR | $1.3M | 16,870 | - | new | FIRST | |
| JPMORGAN CHASE & CO | JPM | $1.3M | 7,598 | - | new | FIRST | |
| RTX CORPORATION | RTX | $1.3M | 6,592 | - | new | FIRST | |
| ABBVIE INC | ABBV | $1.2M | 9,674 | - | new | FIRST | |
| ENERGY TRANSFER L P | ET | $1.1M | 118,186 | - | new | FIRST | |
| ADVISORS INNER CIRCLE FD III | GQGU | $1.1M | 86,706 | - | new | FIRST | |
| WISDOMTREE TR | DXJ | $1.1M | 6,182 | - | new | FIRST | |
| SUNOCOCORP LLC | SUNC | $1.1M | 15,792 | - | new | FIRST | |
| ALTRIA GROUP INC | MO | $997.4K | 27,400 | - | new | FIRST | |
| FIRST TR EXCHNG TRADED FD VI | QMMY | $969.7K | 73,002 | - | new | FIRST | |
| VERTIV HOLDINGS CO | VRT | $968.6K | 2,892 | - | new | FIRST | |
| VISA INC | V | $966.0K | 2,816 | - | new | FIRST | |
| CHEVRON CORPORATION | CVX | $960.0K | 9,886 | - | new | FIRST | |
| VANGUARD INDEX FDS | VOO | $909.1K | 1,324 | - | new | FIRST | |
| LIBERTY ALL STAR EQUITY FD | USA | $899.9K | 308,290 | - | new | FIRST | |
| INTERNATIONAL BUSINESS MACHS | IBM | $899.6K | 5,698 | - | new | FIRST | |
| CISCO SYS INC | CSCO | $896.8K | 15,134 | - | new | FIRST | |
| SHELL PLC | SHEL | $886.6K | 11,434 | - | new | FIRST | |
| MORGAN STANLEY | MS | $881.1K | 8,296 | - | new | FIRST | |
| FIRST TR EXCHNG TRADED FD VI | GJUN | $875.8K | 42,276 | - | new | FIRST | |
| BANK OF AMER CORP | BAC | $871.3K | 24,614 | - | new | FIRST | |
| PROCTER & GAMBLE CO | PG | $856.3K | 11,400 | - | new | FIRST | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $855.6K | 3,356 | - | new | FIRST | |
| JOHNSON & JOHNSON | JNJ | $845.5K | 6,240 | - | new | FIRST | |
| TESLA INC | TSLA | $816.0K | 1,940 | - | new | FIRST | |
| GE VERNOVA INC | GEV | $800.8K | 1,358 | - | new | FIRST | |
| SPDR SERIES TRUST | SPYG | $746.8K | 6,276 | - | new | FIRST | |
| NORFOLK SOUTHN CORP | NSC | $741.2K | 4,370 | - | new | FIRST | |
| COSTCO WHOLESALE CORPORATION | COST | $713.8K | 1,452 | - | new | FIRST | |
| FIRST TR EXCHNG TRADED FD VI | GFEB | $709.4K | 32,028 | - | new | FIRST | |
| GE AEROSPACE | GE | $699.9K | 3,058 | - | new | FIRST | |
| SNOWFLAKE INC | SNOW | $697.8K | 2,742 | - | new | FIRST | |
| AT&T INC | T | $695.9K | 64,788 | - | new | FIRST | |
| ADVANCED MICRO DEVICES INC | AMD | $695.3K | 1,738 | - | new | FIRST | |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | $687.3K | 38,776 | - | new | FIRST | |
| HUNTINGTON BANCSHARES INC | HBAN | $682.9K | 74,510 | - | new | FIRST | |
| CAPITAL GROUP INTERNATIONAL | CGIC | $671.7K | 35,678 | - | new | FIRST | |
| STATE STR SPDR S&P 500 ETF T | SPY | $663.4K | 888 | - | new | FIRST | |
| AMPLIFY ETF TR | DIVO | $621.6K | 25,438 | - | new | FIRST | |
| FIRST TR EXCHNG TRADED FD VI | GMAY | $620.9K | 28,378 | - | new | FIRST | |
| GOLDMAN SACHS GROUP INC | GS | $616.3K | 946 | - | new | FIRST | |
| EXXON MOBIL CORP | XOMXXXX | $611.1K | 8,884 | - | new | FIRST | |
| AMERICAN CENTY ETF TR | AVUS | $576.8K | 8,954 | - | new | FIRST | |
| GENERAL MILLS INC | GIS | $561.9K | 31,682 | - | new | FIRST | |
| PACER FDS TR | FLRT | $561.5K | 22,186 | - | new | FIRST | |
| SSGA ACTIVE ETF TR | RLY | $543.2K | 15,742 | - | new | FIRST | |
| LAM RESEARCH CORP | LRCX | $520.7K | 2,150 | - | new | FIRST | |
| SALESFORCE INC | CRM | $520.5K | 3,322 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | FTHI | $499.7K | 40,172 | - | new | FIRST | |
| VANECK ETF TRUST | MOAT | $498.9K | 4,798 | - | new | FIRST | |
| AUTOZONE INC | AZO | $497.6K | 272 | - | new | FIRST | |
| DELL TECHNOLOGIES INC | DELL | $494.7K | 2,088 | - | new | FIRST | |
| CLOROX CO DEL | CLX | $475.7K | 6,492 | - | new | FIRST | |
| NIKE INC | NKE | $447.4K | 20,812 | - | new | FIRST | |
| ISHARES BITCOIN TRUST ETF | IBIT | $439.3K | 26,290 | - | new | FIRST | |
| XPO INC | XPO | $429.5K | 2,092 | - | new | FIRST | |
| VERIZON COMMUNICATIONS INC | VZ | $422.0K | 9,966 | - | new | FIRST | |
| ENTERPRISE PRODS PARTNERS L | EPD | $394.4K | 21,212 | - | new | FIRST | |
| CITIGROUP INC | C | $391.2K | 5,396 | - | new | FIRST | |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | $380.9K | 19,722 | - | new | FIRST | |
| ETF SER SOLUTIONS | DSTL | $378.3K | 12,172 | - | new | FIRST | |
| BROADCOM INC | AVGO | $376.8K | 1,990 | - | new | FIRST | |
| AMERICAN EXPRESS CO | AXP | $375.1K | 2,174 | - | new | FIRST | |
| PACER FDS TR | COWZ | $369.9K | 11,696 | - | new | FIRST | |
| CROWDSTRIKE HLDGS INC | CRWD | $357.0K | 926 | - | new | FIRST | |
| MICRON TECHNOLOGY INC | MU | $352.4K | 568 | - | new | FIRST | |
| MCKESSON CORP | MCK | $350.9K | 610 | - | new | FIRST | |
| ISHARES TR | USMV | $349.9K | 6,782 | - | new | FIRST | |
| KRAFT HEINZ CO | KHC | $347.2K | 29,214 | - | new | FIRST | |
| MARVELL TECHNOLOGY INC | MRVL | $345.3K | 2,304 | - | new | FIRST | |
| HONEYWELL AEROSPACE INC | HONA | $335.0K | 2,814 | - | new | FIRST | |
| ONEOK INC NEW | OKE | $331.5K | 5,436 | - | new | FIRST | |
| HONEYWELL INTL INC | HON | $326.0K | 2,818 | - | new | FIRST | |
| ELI LILLY & CO | LLY | $322.4K | 512 | - | new | FIRST | |
| INVESCO EXCH TRADED FD TR II | QQQM | $314.6K | 2,024 | - | new | FIRST | |
| METLIFE INC | MET | $309.9K | 5,050 | - | new | FIRST | |
| PACER FDS TR | GCOW | $306.7K | 10,868 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | SDVD | $299.8K | 25,658 | - | new | FIRST | |
| DUTCH BROS INC | BROS | $297.6K | 6,524 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | RDVY | $283.0K | 6,274 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFIC | $280.0K | 14,618 | - | new | FIRST | |
| FIDELITY COMWLTH TR | ONEQ | $279.1K | 5,372 | - | new | FIRST | |
| GMO ETF TRUST | QLTY | $278.5K | 12,834 | - | new | FIRST | |
| NUVEEN MUN CR INCOME FD | NZF | $270.7K | 35,548 | - | new | FIRST | |
| ROBINHOOD MKTS INC | HOOD | $269.8K | 4,594 | - | new | FIRST | |
| AMGEN INC | AMGN | $264.7K | 1,192 | - | new | FIRST | |
| CAPITAL GRP FIXED INCM ETF T | CGMU | $259.5K | 15,422 | - | new | FIRST | |
| PUTNAM MANAGED MUN INCOME TR | PMM | $254.8K | 32,716 | - | new | FIRST | |
| REDWIRE CORPORATION | RDW | $251.2K | 23,598 | - | new | FIRST | |
| M/I HOMES INC | MHO | $250.7K | 2,556 | - | new | FIRST | |
| QNITY ELECTRONICS INC | Q | $249.7K | 3,014 | - | new | FIRST | |
| NUVEEN QUALITY MUNCP INCOME | NAD | $249.6K | 40,736 | - | new | FIRST | |
| BLACKSTONE INC | BX | $249.5K | 4,182 | - | new | FIRST | |
| PHILIP MORRIS INTL INC | PM | $247.4K | 2,652 | - | new | FIRST | |
| J P MORGAN EXCHANGE TRADED F | JEPI | $242.0K | 7,224 | - | new | FIRST | |
| LOWES COS INC | LOW | $237.8K | 1,898 | - | new | FIRST | |
| GSK PLC | GSK | $234.3K | 8,934 | - | new | FIRST | |
| JONES LANG LASALLE INC | JLL | $215.9K | 1,370 | - | new | FIRST | |
| COHERENT CORP | COHR | $205.6K | 1,034 | - | new | FIRST | |
| CARILLON SER TR | RJMI | $205.3K | 15,762 | - | new | FIRST | |
| FEDEX CORP | FDX | $204.5K | 1,294 | - | new | FIRST | |
| ISHARES ETHEREUM TR | ETHA | $189.1K | 30,722 | - | new | FIRST | |
| FORD MTR CO | F | $179.1K | 24,752 | - | new | FIRST | |
| RLJ LODGING TR | RLJ | $130.4K | 21,738 | - | new | FIRST | |
| ABERDEEN MUN INCOME FD | MFM | $128.5K | 39,962 | - | new | FIRST | |
| RITHM CAPITAL CORP | RITM | $97.7K | 20,176 | - | new | FIRST |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $8.1M | 6.9% |
| Retail & Consumer | $8.1M | 6.9% |
| Software & IT Services | $6.5M | 5.5% |
| Funds & ETFs | $5.6M | 4.8% |
| Biotech & Pharma | $5.6M | 4.7% |
| Computer Hardware | $4.8M | 4.1% |
| Energy | $4.8M | 4.1% |
| Autos & Aerospace | $3.8M | 3.3% |
| Transport & Logistics | $3.6M | 3.1% |
| Food, Drink & Tobacco | $3.6M | 3.0% |
| Banks & Lending | $3.6M | 3.0% |
| Industrials | $2.9M | 2.5% |
| Other sectors | $8.9M | 7.6% |
| Not classified | $47.9M | 40.7% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $117.7M | 130 | 0 | 0 | 0 | 0 | 31.5% | 37 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.